Job Description

Position Summary: The Customer Service Representative duties in the agency are centered on customer service and internal sales.

Salary Range: $20.00 - $24.00 per hour

Benefits

Monthly Bonus based on Agency Targets. Agency Simple Plan 3% matching. Flexible Scheduling and remote work available after a pre-set amount of time in office. Community Volunteer work encouraged.

Responsibilities

Job Responsibilities

Service Work:

Check E-Mail

Check voicemail

Check production

Check ANS Tickets & Life Policy Viewer for updates

Make follow up calls on previous service work

Make follow up calls on company underwriting requests

Make changes for clients on their policies and process the paperwork associated with those changes

Follow up with client to let them know everything is complete

Field and answer all billing questions. This should be followed up with a note to the insured saying Thank you

Quote and write new business for existing clients and look for Cross Sell Opportunities

Track and process all applications including follow up for additional information

Claim Intake & follow up

Internal Program Management:

Check for out of force policies on the 10th & 20th and then take appropriate action

Transfer Client Program

Coordinate Internal Marketing Plan

Coordinate key Indicators, clean up with agent

Coordinate Rate Increase Program

Coordinate Customer Inquiry Program

Contribute to Social Media Program

*And any other duties as assigned by Agent/Owner*

Requirements

Minimum Qualifications: Typical qualifications would be: a high school degree and or equivalent, 2 year college degree, and fully licensed in property, casualty, Life, and Health insurance by the State of Minnesota, and two years continuous experience in professional office setting. The person must be highly motivated and have good organizational skills. The person must have excellent customer service skills, competent with computers, and make a commitment to grow with the agency. A professional attitude is a must.

Office Hours: The Customer Service Representative is required to work 40 hours a week. The hours are 8:00 to 4:00pm Monday thru Friday.

Company Description
The Alex Roeser Agency got its start on July 1st, 1996. It had one employee Alex Roeser the owner. It was started as a scratch American Family Insurance Agency with no policies, no premium and only the Agent/Owner. The Alex Roeser Agency Executive Management team consists of Alex Roeser the owner and his wife Susan. For 26 years Sue and Alex have worked together. Alex is the everyday operations manager. He handles the customers, staff, budget, and relationship with American Family Insurance. Sue helps with Human Resources and manages cash flow and taxes. Alex has been a Licensed American Family Insurance Agent for 26 years. His experience with Agency Management has led to growth of the business in 18 out of 26 years. The Agency has won several awards for production and has maintained a customer satisfaction score of 8.99 or above for 20 years straight.